Salesforce Online Training

Tag: salesforce

  • How to Update Custom Metadata Records via Apex?

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    Deepa Nair
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    Question I created a managed package in a developer org, which includes multiple components such as custom objects, Apex classes, and custom metadata types. The custom metadata type records in the package are public, and the fields I want to modify in the subscriber org are set as Subscriber Editable. After installing the package in…

  • How Can I Integrate Salesforce with JIRA?

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    Deepa Nair
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    Question I have been looking for an easy way to integrate Salesforce with JIRA and have gone through JIRA’s documentation. I also tried a few AppExchange packages, but they only support standard objects. However, my use case requires integrating a custom object in Salesforce with JIRA issues. What are some easy ways to achieve this…

  • Why is the IF Condition Not Working in My Email Template?

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    Deepa Nair
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    Question I added an IF condition to my email template, but it is not working as expected. Instead of evaluating the condition, the output appears as: The expected output should be: Additionally, when I try using this IF statement: I get the following error message: “This template doesn’t support SML merge fields. Use the merge…

  • How to Exclude Keywords in SOQL?

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    Deepa Nair
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    Question I need to write a SOQL query in Power Automate that retrieves the IDs of Cases where the comment text does not contain specific keywords. Specifically, I want to exclude cases where the comment includes any of these words: “freigabe”, “Freigabe”, or “DocCheck_approved”. However, my current attempt does not work as expected. Instead of…

  • How to Get Parent Id in New Button Override?

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    Deepa Nair
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    Question I am using an Aura component to override the New and Edit actions for a custom object (Child_Object__c), which has a master-detail relationship with Parent_Object__c. When clicking Edit, force:hasRecordId correctly provides the record Id of the child object. However, when clicking New from the related list on the parent record’s detail page, there is…

  • How to Automate API Event Journey Deployment After an Email Update?

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    Deepa Nair
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    Question We are looking to automate the process of pausing, saving (or publishing), and resuming an API Event journey when the transaction-specific content within an email template is updated. Our email templates consist of a standard header and footer, while the center panel contains dynamic content specific to transactions. This center panel is managed by…

  • How to Fix It: Einstein Bot Deployment Error?

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    Deepa Nair
    in

    Question I am trying to deploy an Einstein Bot that includes several Messaging Components. However, I am encountering the following error during deployment: This issue is confusing because my Messaging Component is not a restricted picklist. Additionally, I was able to deploy the same bot to a different environment without any issues. Has anyone else…

  • What is the Trigger Execution Order During Lead Conversion?

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    Deepa Nair
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    Question I’m working on a project where I need to customize the standard lead conversion process. Triggers during lead conversion have always been tricky in past projects, so I want to ensure I fully understand the exact order of execution before designing my solution. However, after searching extensively, I haven’t found a clear and detailed…

  • Can a Managed Package Enforce “Admin Approved” OAuth Policy?

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    Deepa Nair
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    Question I am developing a Managed Package that includes an External Client App using the JWT Bearer Token Flow for authentication. I need to ensure that the OAuth Policy of the Connected App is automatically set to “Admin approved users are pre-authorized” when the package is installed in a subscriber org. Is there a way…

  • Why is CurrentPageReference.state Always Empty in LWC on a Community Page?

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    Deepa Nair
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    Question I am trying to retrieve a URL parameter in an LWC embedded in a Salesforce Community page, but CurrentPageReference.state is always coming as {}. Even though I pass eventid in the URL like this: the console log shows: Why is the state object empty, and how can I correctly access the URL parameter? Answer…